Helping you meet your financial needs is our FIRST priority

Whether you are getting ready to retire, or already enjoying retirement, our team of professionals can help you determine a strategy that may be appropriate for your financial situation.

Michael Oxford, President & Owner

Michael Oxford:Michael Oxford began his career in the financial service industry in 1980, at the age of 21, working for Mutual of Omaha. Four years later he set out on his own as an independent insurance producer, with his focus on helping retirees. In July 1997, he founded his own firm and is currently the President and Owner of Oxford Retirement & Estate Planning, Inc. (OREP). In 2007 he passed the Series 65 securities exam, and has since added an array of investment options to his repertoire, allowing him the ability to be diversified in all aspects of retirement & income planning.

As an Investment Adviser Representative, Michael seeks out high quality solutions both in the investment markets as well as insurance products. His experience includes wealth & risk management, IRA and income planning, strategic tax planning, long-term care and charitable planning.

Michael puts a strong emphasis on educating retirees and pre-retirees and holds several adult financial workshops at the local community colleges. He offers follow-up complimentary coaching sessions for all who attend. In addition, he offers complimentary consultations to those individuals who have not attended a workshop, but would like a personal one-on-one meeting. Michael’s main objective is to help those who are nearing retirement make informed, educated financial decisions.

Michael lives in Glendale, Arizona with his wife Sherri. They have two beautiful daughters, Brittany and Paige. Their crazy bichon-poodle mix puppy keeps their family entertained. Michael enjoys hiking, relaxing at their family cabin in Prescott, Arizona and salmon fishing in Canada and Alaska every summer. He is very active in the community and previously served as president of the Arizona Cowboy Mounted Shooters Association and on the Grand Canyon chapter of the American Red Cross Board of Directors. He is also an avid supporter of several local charities, one of which is St. Mary’s Food Bank. Since 2011 OREP has collected tens of thousands of pounds of food donations for St. Mary’s as well as orchestrated several volunteer groups to donate their time to work at the food bank alongside Michael and his staff.

Landon Randall, Vice President

Landon Randall:"Landon Randall is an Investment Adviser Representative at Oxford Retirement & Estate Planning, Inc. (OREP). He specializes in providing financial planning and guidance for those who are seeking a better lifestyle in retirement. Prior to working at OREP Landon served for six years in the U.S. Navy as a helicopter crew chief. In 2007 Landon moved back to Arizona and began his career in the financial service industry, working alongside Michael Oxford, President and Owner of OREP.

In addition to being an Investment Adviser Representative, Landon holds life, annuity, health and disability insurance licenses. Landon’s areas of experience include social security optimization, investment management, retirement strategies, income planning, estate conservation, annuity and insurance strategies. During his career in financial services he has helped hundreds of individuals and couples create retirement plans where their assets are appropriately positioned to suit their personal financial needs.

Landon also puts a strong emphasis on educating and holds several adult financial workshops at the local community colleges on retirement planning and social security optimization. He offers follow up complimentary coaching sessions for all who attend his workshops as well as complimentary consultations to those individuals who have not attended a workshop but would like a personal one-on-one meeting. His main objective is to help those who are nearing retirement make informed, educated financial decisions.

Landon resides in Peoria, Arizona, with his wife Jamie and their two children, Sofia & Mitchell. Jamie is currently serving in the U.S. Air Force and their children are aspiring professional soccer and football players. When he is not working Landon enjoys traveling to his children’s soccer tournaments and football games.

Kelly Bruner, Receptionist

Kelly recently joined the Oxford Retirement and Estate Planning team. She has many years of customer service experience, most recently working in the Peoria School District. She is a native of Minnesota and has lived in Arizona for almost 20 years. Kelly and her husband are huge ASU fans and along with their two boys, enjoy following the Arizona sports teams. On the weekends, they look forward to spending time with family and friends.

 

Jennifer Terrell, Director of Client Services

Jennifer is an Arizona native who has over 20 years of experience in the accounting field. She has a life, annuity, health and disability insurance license in the state of Arizona. Jennifer takes pride in providing personalized service to clients. She can answer any questions on a new or existing securities accounts, life and annuity policies. Jennifer stays busy raising her three children who are currently in high school and college. She loves hanging out with her family and friends during football season. In her free time, she loves to travel to new places.

 

Valentina Saracco, Client Service Specialist

Valentina Saracco has been with Oxford Retirement and Estate Planning for over eight years. What she loves about her position is that every day she gets to participate in various interactions among the company’s diverse clientele. She is originally from New York and has lived in Arizona for almost 20 years. In her spare time, Valentina and her family, which also includes two dogs and two cats, love taking advantage of all the outdoor activities that Arizona has to offer.

 

Jessica Guevara, Client Service Specialist

Jessica brings over 10 years of experience in the financial industry, where she has provided servicing on commercial loans. Although not an Arizona native, she has made her home here for the last 14 years with her husband and two kids. Jessica loves her Arizona Cardinals and enjoys spending time with friends and family. She is always looking for new adventures. Jessica takes pride in providing the best experience possible for each client.

 

Michelle Miler, Marketing Director

Michelle Miler is our marketing director. She worked as a paralegal for 13 years at a New York City law firm before moving to Arizona. She began her career in retirement planning in 2012 in annuity services and joined Oxford Retirement in 2015. Michelle handles overseeing the scheduling for the Western Maricopa Adult Educational workshops and coordinates all client events and in-house educational presentations. She is responsible for continuously keeping our clients informed whether it’s through our weekly and quarterly newsletters or client update emails. She lives with her husband and two daughters and enjoys spending time with her family and friends.

 

Donna Wilson, Marketing Assistant

Donna has over 30 years of experience working on the operation side of the California banking industry, where she provided customer service as an assistant operation officer. She moved to Arizona in 2005 with her husband and joined the Oxford Retirement family in 2017. She is an integral part of the marketing team and handles all registrations for the adult educational workshops. She really enjoys the daily personal interaction she gets to have with people, whether she is registering someone for an educational workshop or scheduling them for an appointment at our office. Donna spends her free time playing bingo and loves to bowl with her husband.

 

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives. 

 

Free Retirement Kit

Before you can plan your retirement, you need to know the facts. This helpful Retirement Kit includes three separate guides that address several topics you should consider when planning your retirement.

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Oxford Retirement & Estate Planning, Inc. are not affiliated companies.